Atria Wealth Solutions’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
8,879
+263
| +3% | +$16.2K | 0.01% | 872 |
|
|
2025
Q1 | $532K | Hold |
8,616
| – | – | 0.01% | 1158 |
|
|
2024
Q4 | $524K | Hold |
8,616
| – | – | 0.01% | 1241 |
|
|
2024
Q3 | $526K | Sell |
8,616
-143
| -2% | -$8.73K | 0.01% | 1214 |
|
|
2024
Q2 | $484K | Sell |
8,759
-151
| -2% | -$8.34K | 0.01% | 1242 |
|
|
2024
Q1 | $503K | Sell |
8,910
-901
| -9% | -$50.8K | 0.01% | 1259 |
|
|
2023
Q4 | $522K | Sell |
9,811
-127
| -1% | -$6.75K | 0.01% | 1176 |
|
|
2023
Q3 | $489K | Sell |
9,938
-179
| -2% | -$8.8K | 0.01% | 1133 |
|
|
2023
Q2 | $524K | Sell |
10,117
-121
| -1% | -$6.26K | 0.01% | 1131 |
|
|
2023
Q1 | $536K | Sell |
10,238
-259
| -2% | -$13.6K | 0.01% | 1087 |
|
|
2022
Q4 | $561K | Sell |
10,497
-6,713
| -39% | -$359K | 0.01% | 1014 |
|
|
2022
Q3 | $827K | Sell |
17,210
-3,192
| -16% | -$153K | 0.01% | 783 |
|
|
2022
Q2 | $1.05M | Sell |
20,402
-8,817
| -30% | -$453K | 0.02% | 656 |
|
|
2022
Q1 | $1.63M | Buy |
+29,219
| New | +$1.63M | 0.03% | 549 |
|